A renowned and reputed business family in India with a diverse portfolio of automobiles, FMCG, healthcare, and food, amongst others.

Concern areas:

  • To streamline the gaps in their family office as realized by the patriarch
  • To find investment managers that were client aligned and had no conflict of interest
  • To diversify their investments from a geographical perspective
  • To work out a strategy for succession planning and estate planning
  • To come up with a strategy to induct the next generation into business, and also set up a family constitution

Our solutions:

  • We set up a family office structure to bring in all family members under the same page
  • We ensured all investment managers had aligned models. We reduced costs on their underlying investments and formulated a consolidated reporting format, enabling them to take efficient and faster decisions
  • We provided qualified and professional investment managers across asset classes and geographies by leveraging our open architecture model
  • Our lending team helped reduce the interest on their borrowings considerably
  • Our legal team reviewed and identified various gaps in their trust structure and per their advice, we rewrote their wills
  • Our advisory board worked with the family through our mentorship academy to handle issues related to separation of ownership and management, induction of the next generation into specific businesses, and creating a family constitution